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- As a Junior Financial Analyst, you will play a crucial role in ensuring the accuracy and integrity of our cost basis and tax reporting processes. Your responsibilities will include: Conducting data analysis and reconciliation of cost basis data from various sources. Producing accurate and actionable status reports. Reviewing and approving tax documents such as W-8s. Assisting in the review of year-end tax forms and related checkouts. Performing income reAs a Junior Financial Analyst, you will play a crucial role in ensuring the accuracy and integrity of our cost basis and tax reporting processes. Your responsibilities will include: Conducting data analysis and reconciliation of cost basis data from various sources. Producing accurate and actionable status reports. Reviewing and approving tax documents such as W-8s. Assisting in the review of year-end tax forms and related checkouts. Performing income re
- As a Financial Customer Service Representative for our client, you'll play a vital role in delivering exceptional service to our clients. You'll handle incoming phone calls related to various service inquiries on client accounts, ensuring accuracy, efficiency, and adherence to key department performance metrics. Your support areas will encompass Cash Management products and services, Online and Mobile app assistance, as well as general financial inquiries.As a Financial Customer Service Representative for our client, you'll play a vital role in delivering exceptional service to our clients. You'll handle incoming phone calls related to various service inquiries on client accounts, ensuring accuracy, efficiency, and adherence to key department performance metrics. Your support areas will encompass Cash Management products and services, Online and Mobile app assistance, as well as general financial inquiries.
- The Junior Financial Analyst will join our client's US Tax Operations team, responsible for handling all reporting obligations for the Firm's Wealth Management and Institutional clients. This role is pivotal in ensuring compliance with IRS regulations and maintaining accurate cost basis records for client assets. Key Responsibilities: Operational Support: Collaborate with cross-organizational operations teams to handle queries, reconcile discrepanciesThe Junior Financial Analyst will join our client's US Tax Operations team, responsible for handling all reporting obligations for the Firm's Wealth Management and Institutional clients. This role is pivotal in ensuring compliance with IRS regulations and maintaining accurate cost basis records for client assets. Key Responsibilities: Operational Support: Collaborate with cross-organizational operations teams to handle queries, reconcile discrepancies
